IEX India – analysis of a highly profitable monopoly business

This article was originally published in Moneylife Magazine Link to the IEX India article on Moneylife Magazine The editors of Moneylife have been kind to also let me host an edited version of the article on my blog.   Would you like to own a monopoly platform business which makes 80% operating margins and which… Read More

Stocks for the Bear Market – Cyclical play: Ashok Leyland

I came across this quote and it got me thinking – as a stock market investor, how can I make use of the economic slowdown we are witnessing in India right now? The sector that is generally affected the most in an economic slowdown is the auto sector. And hence newspapers have been full of… Read More

Stocks for the Bear Market – Analysis of AIA Engineering

What kind of stocks should one buy in a bear market? Especially given the fact that bear markets are often accompanied by a slowdown in the local and/or global economy? We need to find companies with robust business models. We want companies with low debt so that they can survive through difficult times. We want… Read More